Hixon Zuercher’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hixon Zuercher’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,790	Closed	-$379K	–	86
2025 Q4	$379K	Buy	+3,790	New	+$380K	0.11%	84
2025 Q1	–	Sell	-24,962	Closed	-$2.42M	–	81
2024 Q4	$2.42M	Buy	+24,962	New	+$2.46M	0.93%	39
2024 Q1	–	Sell	-2,110	Closed	-$209K	–	62
2023 Q4	$209K	Buy	+2,110	New	+$201K	0.1%	64
2022 Q1	–	Sell	-2,965	Closed	-$338K	–	59
2021 Q4	$338K	Buy	+2,965	New	+$339K	0.17%	55
2020 Q1	–	Sell	-2,477	Closed	-$278K	–	38
2019 Q4	$278K	Buy	+2,477	New	+$279K	0.26%	48

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Hixon Zuercher's AGG Position: Q1 2026 in Review

Hixon Zuercher sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 3,790 shares — an estimated $379K sold.

Hixon Zuercher first reported a position in AGG in Q4 2019 and held it in 5 quarters. The position peaked at $2.42M in Q4 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Hixon Zuercher reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Hixon Zuercher sold 3,790 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $379K.
Hixon Zuercher first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 5 quarters.
Hixon Zuercher's iShares Core US Aggregate Bond ETF position peaked at $2.42M in Q4 2024.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Hixon Zuercher's 13F filing for Q1 2026, filed 20 Apr 2026.